SCHWAB STRATEGIC TR's ticker is SCHK and the CUSIP is 808524722. A total of 129 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $295,808 | -6.9% | 7,304 | -0.0% | 0.02% | -5.9% |
Q2 2023 | $317,729 | +9.5% | 7,306 | +0.1% | 0.02% | 0.0% |
Q1 2023 | $290,096 | -1.1% | 7,298 | +0.1% | 0.02% | -5.6% |
Q4 2022 | $293,277 | +8.2% | 7,290 | +23.8% | 0.02% | -5.3% |
Q3 2021 | $271,000 | -47.5% | 5,888 | -50.0% | 0.02% | 0.0% |
Q2 2021 | $516,000 | +109.8% | 11,776 | +100.0% | 0.02% | -5.0% |
Q1 2021 | $246,000 | +8.8% | 5,888 | 0.0% | 0.02% | -4.8% |
Q4 2020 | $226,000 | – | 5,888 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 5,010,884 | $182,697,000 | 22.34% |
WADDELL & ASSOCIATES, LLC | 878,574 | $32,033,000 | 6.52% |
Kaizen Financial Strategies | 61,597 | $2,246,000 | 2.22% |
Financial Engines Advisors L.L.C. | 16,069,928 | $585,909,000 | 1.78% |
Cedar Brook Financial Partners, LLC | 101,011 | $3,683,000 | 1.15% |
Parkside Advisors LLC | 79,101 | $2,884,000 | 1.04% |
Cassady Schiller Wealth Management, LLC | 46,933 | $1,711,000 | 0.90% |
Blueprint Investment Partners LLC | 80,759 | $2,944,000 | 0.79% |
Avant Capital LLC | 13,121 | $478,000 | 0.62% |
MADISON WEALTH MANAGEMENT | 58,668 | $2,139,000 | 0.52% |